USA markets are up over the last year (except BTC).
Even home prices are up (but slightly off May/June peaks).
Of course your particular company / industry / region / investments may not reflect the overall trend.
THIS IS MINDSET ADVICE – NOT INVESTMENT ADVICE
Don’t react to to headlines and the “herd mentality”.
No matter what happens, CNBC needs a headline.
Disaster, Bubble, Boom, Bull, Bear, FOMO, Panic… Whatever.
There are very real changes in the economy.
Agentic AI is real.
“Vibe coding” is augmenting the best software developers (and squeezing the not-quite-best ones).
M&A is rolling up banks.
PE firms are rolling up service companies.
New tax laws encourage a massive builout of factories & structures (immediate expensing).
Electricity demand is outpacing planned supply.
Net migration shrank to zero nationally, while interstate migration trends continued.
Fully remote work continues to fall out of favor.
University degrees have lost some of their power in employment markets.
There is a LOT going on.
Dig deep to find out as many of the stories as you can.
Which “facts” stand up to scrutiny?
Which headlines are misleading?
There’s a big edge for those who can look ahead through a clear windshield.
